Carvana, every mention
43 scenes · ← back to Carvana
tap a year for its mentions
every year anyone Dan Gill 37Harry Stebbings 34Ernest Garcia 13Kaz Nejatian 1Anish Acharya 1
Verbatim, from the transcripts: the passages where Carvana comes up
"Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
- ▶ 57:16 Harry Stebbings And sticking with them throughout many pivots to doing Carvana in the public markets and having that breadth of aperture.
a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
- ▶ 51:44 Anish Acharya Like the Clutch guys sold a company to Carvana.
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- ▶ 16:58 Harry Stebbings I mean, the expansion of fund size, the expansion of vehicles, the holding vehicle now, the roll-up play, OpenAI central position, Cursor, Databricks, Carvana, Revolut.
Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
- ▶ 55:08 Harry Stebbings I always remember Ernie from Carvana coming on and being like the amount of investors that would be like, hmm, the biggest car showroom is like three hundred million dollars market cap.
Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings
- ▶ 11:05 Kaz Nejatian Carvana has a very good model of this, where they make
- ▶ 11:27 unnamed speaker Because, and you, you know, you made the Carvana analogy and it's fair. 2 times in the scene
Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
- ▶ 26:34 Harry Stebbings We'll, we'll move on, but the, the brilliance of Josh and Neil from Thrive and Green Oaks, they made half a billion dollars plus from Carvana in the public markets buying when it was in the dumps and then writing that up.
Dave CEO, Jason Wilk: The Best Performing Fund Would Only Back YC Founders on Their Second Time · 20VC with Harry Stebbings
- ▶ 59:50 Harry Stebbings Yeah, we just had Carvan as CEO on the show, um, and, uh, I actually skirted that one.
Carvana CEO & Co-Founder, Ernest Garcia: Building a $50B Company, Losing 99% and Coming Back · 20VC with Harry Stebbings
- ▶ 0:36 Harry Stebbings I am a massive fan of the Carvana business.
- ▶ 1:47 Harry Stebbings When did being stubborn in the Carvana journey help strategically the business in a very significant way?
- ▶ 5:52 Harry Stebbings It would suggest a broken nature to funding and funding environments that Carvana cannot get funding in the way that you couldn't in the early days. 2 times in the scene
- ▶ 8:30 Harry Stebbings Does, do assets like Carvana become more valuable because of the complex coordination logistical challenges slash nightmare respectfully that the business is make it actually just far more valuable because there is such inherent…
- ▶ 19:37 Harry Stebbings And one thing that's astonishing with the Carvana exec team is bluntly the longevity of it, the stickiness of it.
- ▶ 21:14 Ernest Garcia And I think we try to, you know, get that going inside Carvana across all levels.
- ▶ 22:23 Ernest Garcia So, so to be totally honest with you, I really do think that relative to the vast majority of people, I think many people inside Carvana are way less impacted by those things, um, than most. 2 times in the scene
- ▶ 29:05 Ernest Garcia I would be likely to, to, to be part of something as big as Carvana in very many of those lifetimes.
- ▶ 38:26 Ernest Garcia So like an example of that would be, you know, Carvana when it was, you know, 20 people, 50 people, a hundred people.
- ▶ 43:52 Harry Stebbings Where do you feel public markets around Carvana are short-sighted where it would be most helpful for you if they were long-sighted? 2 times in the scene
- ▶ 46:39 Ernest Garcia Like, um, you know, like, like, you know, we, we went public at 15 bucks and like, you know, 5 times in the scene
- ▶ 1:05:00 Ernest Garcia We as a company, not to like dive too deeply into the specifics of us, but I, I think we faced a two year period where we focused on nothing but profitability. 3 times in the scene
20Sales: How the Best Sales Teams Use AI to Win Enterprise Deals | Sales Teams Will Be Dramatically Smaller | How to Ramps Sales Reps Way Faster | Why Unpaid Design Partners are BS | Why this Generation of Sales is Soft with Ishan Mukherjee @ Rox
- ▶ 1:09:18 Harry Stebbings As always, I so appreciate all your support, and stay tuned for an incredible episode coming on Monday with Ernie, founder and CEO at Carvana.
Dan Gill, CPO @Carvana: The Most Wild Story in Public Markets | E1243 · 20VC with Harry Stebbings
- ▶ 0:00 Dan Gill We IPO'd at about two. 3 times in the scene
- ▶ 0:33 Harry Stebbings Dude, I love the Carvana business model, so thank you so much for joining me today.
- ▶ 4:57 Dan Gill And that's what we look for in the hiring process because you can, the, the fun thing about Carvana is there's basically not a single person at Carvana that's done their job before. 2 times in the scene
- ▶ 6:45 Harry Stebbings Was that harder work than being CPO of Carvana? 2 times in the scene
- ▶ 9:12 Dan Gill Carvana has been completely obsessed with unit economics from the beginning, um, and so that...
- ▶ 10:11 Harry Stebbings Can you help me understand how does the margin improvement in Carvana happen? 2 times in the scene
- ▶ 13:09 Dan Gill And so we built at Carvana, um, we've built ourselves as a full spectrum lender. 2 times in the scene
- ▶ 15:17 Dan Gill As product leaders, we spend a lot of time sanding the frictions off of experiences, and that's a good intuition, and I know that at so many points in Carvana's life, we've had instances of just trying to get a little bit too cute in terms… 2 times in the scene
- ▶ 17:55 Dan Gill So for, for the first many years at Carvana, I said that my job was to build a machine that can parallel process the needs of the business. 2 times in the scene
- ▶ 22:02 Harry Stebbings But you have the opportunity to create a product suite as you have done brilliantly with Carvana.
- ▶ 22:49 Dan Gill So let's use Carvana as an example. 4 times in the scene
- ▶ 25:55 Dan Gill Come around to the fact that brand advertising is incredibly powerful and that we want Carvana to mean something as a brand to our customers.
- ▶ 28:34 Dan Gill So for Carvana, we have always said that we intend to build both the largest and the most profitable automotive retailer ever built. 3 times in the scene
- ▶ 41:14 Harry Stebbings Can I ask you, how do you think about the challenge of whether to get them to work on Carvana, where you have a huge amount of knowledge, asymmetric information, and you'll probably just think that everything's not great because it's not… 2 times in the scene
- ▶ 46:08 Dan Gill Carvana first party logistics touches 90% of US driveways. 4 times in the scene
- ▶ 47:46 Harry Stebbings What do we not see about Carvana that we should see? 5 times in the scene
- ▶ 49:26 Dan Gill We IPO'd at about two. 10 times in the scene
- ▶ 53:13 Dan Gill You could choose to go many different places, but you're in Phoenix, and you have chosen to be with Carvana, and, and, you know, we've really built, um, a very long tenured group. 2 times in the scene
- ▶ 58:42 Dan Gill Carvana is such an operationally intensive business, but we have to be hand in glove between technology and operations.
- ▶ 59:54 Harry Stebbings Will Carvana have more or less people in 10 years time? 5 times in the scene
- ▶ 1:01:32 Harry Stebbings When I say Carvana support today, are we hiring more support people or do we replace with AI?
Keith Rabois: The End of Woke Capitalism; Time Allocation Tips; Silicon Valley vs Miami | 20VC #891 · 20VC with Harry Stebbings
- ▶ 7:29 Harry Stebbings To what extent do you think it's valuable comparing a next generation Carvana to Carvana, for example?